Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.060 | 0 | 66 |
| 1 month | 0.039 | 0 | 92 |
| 3 months | 0.091 | 0 | 63 |
| 1 year | 0.141 | 0 | 21 |
| 3 years | 0.185 | 0 | 33 |
| 5 years | 0.202 | 0 | 81 |
| 10 years | 0.113 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.125 | — |
| 2023 | 0.205 | — |
| 2022 | 0.157 | — |
| 2021 | 0.080 | — |
| 2020 | -0.010 | — |
| 2019 | 0.231 | — |
| 2018 | 0.012 | — |
| 2017 | 0.329 | — |
| 2016 | 0.087 | — |
| 2015 | -0.118 | — |
| 2014 | 0.590 | — |
| 2013 | -0.131 | — |
| 2012 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.021 | — | — | — |
| 2024 | -0.011 | 0.102 | 0.073 | -0.038 |
| 2023 | -0.075 | 0.122 | 0.020 | 0.139 |
| 2022 | 0.007 | -0.079 | 0.146 | 0.087 |
| 2021 | 0.062 | 0.009 | 0.078 | -0.065 |
| 2020 | -0.355 | 0.080 | 0.026 | 0.384 |
| 2019 | 0.100 | 0.058 | -0.040 | 0.102 |
| 2018 | -0.043 | 0.054 | -0.068 | 0.076 |
| 2017 | 0.206 | 0.033 | 0.020 | 0.045 |
| 2016 | -0.043 | 0.134 | 0.099 | -0.089 |
| 2015 | -0.024 | -0.002 | -0.061 | -0.036 |
| 2014 | 0.088 | 0.213 | 0 | 0.205 |
| 2013 | -0.100 | 0.013 | -0.189 | 0.175 |
| 2012 | 0.074 | 0.102 | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.141 |
| 3 years | 0.185 |
| 5 years | 0.202 |
| 10 years | 0.113 |